Financial Planning and Analysis Manager

SUMMARY

Responsible for financial reporting & analysis, annual budgets, ad hoc forecasting, capital budgeting, and capital reporting. Analyzes and interprets results of weekly, monthly, quarterly, and annual reports. Responsible for analysis related to strategic projects, sales results, competitors, cost reduction efforts, and related projects. Maintains reporting dashboards.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Responsible for financial and operational analysis of weekly and monthly data, financial review of compensation plans, acquisition and joint venture analysis, and competitor analysis.
• Develop management presentations on financial performance & interpretation of operating results.
• Develop management reports that accurately report profitability by product, location and customer
• Develop reports for management on financial performance & interpretation of operating results. Works with the VP of Finance and operations on new cost standards and subsequent product cost analysis.
• Develops all financial and cash forecasting and budgeting. Responsible for strategic, annual and short-term planning- including cash flow, income & expense, balance sheet, overhead spending, and capital expenditures.
• Responsible for capital expenditures and tracking depreciation. Budgets capital, analyses expenditures, tracks projects, and working with the accounting manager to ensure the accounting is properly done.
• Responsible for analysis related to strategic initiatives such as new product lines, product line changes, and new business opportunities.
• Provides sales and marketing profitability analyses for strategic change as well as historical sales.
• Works with Vice President of Finance and Operating personnel to interpret cost trends and develop standards to use in product analyses
• Key person on continuous improvement teams involving cost reduction and process improvement.
• Assist in analyzing Financing alternatives in support of company growth.
• Provide backup assistance to accounting department.
• Responsible for analysis and recommendations related to strategic initiatives such as new product lines and businesses.
• Key resource for Sales and Marketing & Operations for operational & financial performance of department activity and company performance related to their activity.
• Expert in systems reporting tools and use of reporting dashboards.

Education and/or Experience

• Bachelor’s Degree in Business Administration, Finance, Accounting, or related fields required. MBA is a plus.
• 8 years of progressive, professional experience with financial analysis or corporate finance
• Technical: Strong knowledge of budgeting, forecasting, variance analysis, reporting, and financial modeling, possess exceptional analytical skills and the ability to understand the impact of operations on our financial results.
• Communication: Strong verbal and written communication skills including the ability to establish strong relationships with others within and outside of the organization.